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Sun Communities

527 hedge funds and large institutions have $14.8B invested in Sun Communities in 2026 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 172 increasing their positions, 200 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 63

4.96% more ownership

Funds ownership: 95.36%100.33% (+5%)

3% more funds holding

Funds holding: 513527 (+14)

0% more capital invested

Capital invested by funds: $14.8B → $14.8B (+$29.3M)

14% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 200

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

21% less call options, than puts

Call options by funds: $18.9M | Put options by funds: $24M

Holders
527
Holders Change
+14
Holders Change %
+2.73%
% of All Funds
6.37%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
83
Increased
172
Reduced
200
Closed
63
Calls
$18.9M
Puts
$24M
Net Calls
-$5.06M
Net Calls Change
-$6.73M
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
501
Elevation Wealth Partners
California
$840 -$1.38K -11 -61%
RIL
502
Rothschild Investment LLC
Illinois
$719 -$33.8K -270 -98%
AA
503
Ancora Advisors
Ohio
$719 -$30.9K -247 -98%
CSC
504
Caldwell Sutter Capital
California
$719
MCM
505
Manchester Capital Management
Vermont
$600 -$250 -2 -29%
FHC
506
First Horizon Corporation
Tennessee
$600
LSA
507
Leonteq Securities AG
Switzerland
$600
PS
508
Planning Strategies
Pennsylvania
$600 +$625 +5 New
PWA
509
Physician Wealth Advisors
Utah
$480 -$4K -32 -89%
BIA
510
Bell Investment Advisors
California
$480
CFM
511
Cornerstone Financial Management
Massachusetts
$480
RWM
512
Rialto Wealth Management
New York
$480
AF
513
Alerus Financial
North Dakota
$480 +$500 +4 New
ACA
514
American Capital Advisory
Idaho
$480 +$500 +4 New
BFS
515
Bare Financial Services
Pennsylvania
$480 +$500 +4 New
AFC
516
Ares Financial Consulting
California
$402
MCM
517
MV Capital Management
Maryland
$360 -$250 -2 -40%
CFFP
518
Center for Financial Planning
Michigan
$360 +$375 +3 New
GIA
519
GHP Investment Advisors
Colorado
$240
SWM
520
SHP Wealth Management
Massachusetts
$210 +$250 +2 New
CCWM
521
Cassaday & Co Wealth Management
Virginia
$120
TFM
522
TFC Financial Management
Massachusetts
$120
AWM
523
Activest Wealth Management
Florida
$120 +$125 +1 New
AF
524
Advisornet Financial
Minnesota
$120 +$125 +1 New
NFSG
525
Newbridge Financial Services Group
Florida
$120 +$125 +1 New

SUI Hedge Fund Activity: Q2 2026 in Review

527 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q2 2026, worth a combined $14.8B — up 0.2% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new SUI positions and 63 closed out — a net gain of 20 holders — while 172 added to existing stakes and 200 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $167M. The largest seller was Dodge & Cox, cutting an estimated $596M.

  • 527 institutional investors held Sun Communities (SUI) as of Q2 2026, up from 513 in Q1 2026.
  • Funds reported $14.8B of Sun Communities stock for Q2 2026, up 0.2% quarter-over-quarter.
  • 83 funds opened new Sun Communities positions in Q2 2026 and 63 closed out, a net change of +20 holders.
  • The largest Sun Communities buyer in Q2 2026 was Cohen & Steers, an estimated $167M added.
  • The largest Sun Communities seller in Q2 2026 was Dodge & Cox, an estimated $596M sold.

Based on aggregated 13F filings for Q2 2026.